-20.2%
AMRZ vs PTEN
+80.0%
-100.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | +0.4% |
| 7D | -2.1% | +10.6% | -12.7% | -1.4% |
| 30D | +13.0% | -4.9% | +17.9% | +12.5% |
| 3M | -12.1% | +1.4% | -13.5% | -12.1% |
| 6M | -19.1% | -7.0% | -12.1% | -18.5% |
| YTD | -23.3% | +84.8% | -108.0% | -30.1% |
| 1Y | -16.6% | +95.7% | -112.3% | -24.9% |
| All | -20.2% | +80.0% | -100.1% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling